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Get Institutions for : 
Caterpillar Inc (CAT)  
$336.75 1.31 (0.39%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 2429    18
Total shares held : 
 353,388,814  
% of shares held : 
 65.05%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   17  
Amount of shares held : 
 4,005,628  
% of shares held change : 
   0.74%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $271.72  
Last Quarter's Ending Price : 
 $295.67  
Last Quarter's Average Price : 
 $259.41  
Change from last quarter's     
avg. price to the last closing  : 
77.34 (29.81%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
123
 6,312,618
 1.79%
 
Increased Positions :
912
 13,661,705
 3.87%
 
Unchanged Positions :
481
 27,506,578
 7.78%
 
Decreased Positions :
913
-13,321,092
-3.77%
 
Closed Positions :
105
-2,647,603
-0.75%
 
Guru Positions :
3
8,223,619
 2.33%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   PREMIER ASSET MANAGEMENT LLC 3 *Closed 2023-03-31 0 $0 -1,418
   Savoie Capital LLC 64 *Closed 2023-12-31 0 $0 -3,465
   Carlson Capital Management 103 *Closed 2024-03-31 0 $0 -804
   GLADIUS CAPITAL MANAGEMENT LP 238 *Closed 2023-12-31 0 $0 -57,291
   Vident Investment Advisory LLC 136 *Closed 2023-09-30 0 $0 -3,680
   Beck Bode LLC 136 *Closed 2023-12-31 0 $0 -13,474
   Triumph Capital Management 228 *Closed 2024-03-31 0 $0 -864
   Mach-1 Financial Group Inc. 228 *Closed 2023-12-31 0 $0 -2,687
   Gyroscope Capital Management Group LLC 225 *Closed 2023-09-30 0 $0 -1,000
   RAUB BROCK CAPITAL MANAGEMENT LP 41 *Closed 2024-03-31 0 $0 -1,045
   DNB NOR ASSET MANAGEMENT AS 666 *Closed 2024-03-31 0 $0 -121,593
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 860 *Closed 2023-12-31 0 $0 -1,608
   Chimera Capital Management LLC 122 *Closed 2023-03-31 0 $0 -2,268
   LINSCOMB & WILLIAMS INC 275 *Closed 2023-12-31 0 $0 -758
   YCMNET ADVISORS INC 203 *Closed 2023-12-31 0 $0 -1,150
   Harfst & Associates Inc. 66 *Closed 2024-03-31 0 $0 -2,954
   ERTS Wealth Advisors LLC 89 *Closed 2024-03-31 0 $0 -750
   OSSIAM 669 *Closed 2023-12-31 0 $0 -163,536
   Ergoteles LLC 413 *Closed 2023-09-30 0 $0 -10,758
   Legacy Trust 151 *Closed 2024-03-31 0 $0 -1,001
   Permanens Capital L.P. 36 *Closed 2023-12-31 0 $0 -12,390
   DARK FOREST CAPITAL MANAGEMENT LP 532 *Closed 2023-12-31 0 $0 -3,445
   MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 845 *Closed 2023-12-31 0 $0 -536,083
   Engineers Gate Manager LP 2099 *Closed 2023-12-31 0 $0 -2,349
   Fund Management at Engine No. 1 LLC 156 *Closed 2023-12-31 0 $0 -12,128
   ADAGE CAPITAL PARTNERS GP LLC 886 *Closed 2023-12-31 0 $0 -310,641
   Milestone Investment Advisors LLC 322 *Closed 2023-12-31 0 $0 -160
   Capital Markets Trading UK LLP 87 *Closed 2023-12-31 0 $0 -1,250
   Holocene Advisors LP 749 *Closed 2023-12-31 0 $0 -320,619
   Koss-Olinger Consulting LLC 119 *Closed 2024-03-31 0 $0 -802
   Freemont Management S.A. 82 *Closed 2023-12-31 0 $0 -34,200
   LAIRD NORTON TYEE TRUST CO 100 *Closed 2023-12-31 0 $0 -3,407
   ROCK CREEK GROUP, LP 91 *Closed 2023-12-31 0 $0 -247
   HALL CAPITAL MANAGEMENT CO INC 95 *Closed 2023-12-31 0 $0 -745
   WEALTH BUILDERS 217 *Closed 2023-12-31 0 $0 -8,554
   L & S ADVISORS INC 211 *Closed 2023-12-31 0 $0 -12,430
   BCJ Capital Management LLC 312 *Closed 2023-12-31 0 $0 -11,597
   Curated Wealth Partners LLC 39 *Closed 2024-03-31 0 $0 -3,320
   Eaton Financial Holdings Company LLC 88 *Closed 2024-03-31 0 $0 -1,420
   Lavaca Capital LLC 105 *Closed 2023-12-31 0 $0 -790
   SPRINGBOK CAPITAL MANAGEMENT LLC 1193 *Closed 2023-12-31 0 $0 -1,314
   Pearl River Capital LLC 492 *Closed 2023-12-31 0 $0 -18,922
   MARQUETTE ASSET MANAGEMENT INC. 201 *Closed 2023-12-31 0 $0 -121
   CAMPBELL & CO INVESTMENT ADVISER LLC 1290 *Closed 2023-12-31 0 $0 -5,326
   FINANCIAL ADVANTAGE, INC. 34 *Closed 2023-09-30 0 $0 -1,910
   Trellis Advisors LLC 30 *Closed 2023-12-31 0 $0 -828
   JGP Wealth Management LLC 172 *Closed 2024-03-31 0 $0 -2,419
   Briaud Financial Planning Inc 120 *Closed 2023-12-31 0 $0 -433
   SONATA CAPITAL GROUP INC 113 *Closed 2023-12-31 0 $0 -916
   Quantamental Technologies LLC 493 *Closed 2023-09-30 0 $0 -6,300
   Keystone Financial Group 316 *Closed 2023-12-31 0 $0 -808
   OmniStar Financial Group Inc. 144 *Closed 2024-03-31 0 $0 -2,644
   Quadrature Capital LTD 1308 *Closed 2023-12-31 0 $0 -74,764
   THOMAS J. HERZFELD ADVISORS, INC. 227 *Closed 2023-12-31 0 $0 -29
   CYPRESS CAPITAL MANAGEMENT LLC 91 *Closed 2022-12-31 0 $0 -1,578
   Strengthening Families & Communities LLC 372 *Closed 2023-12-31 0 $0 -503
   CANTOR FITZGERALD L. P. 424 *Closed 2023-12-31 0 $0 -23,220
   Cunning Capital Partners LP 87 *Closed 2023-12-31 0 $0 -7,320
   Hibernia Wealth Partners LLC 188 *Closed 2023-12-31 0 $0 -272
   VERITABLE LP 448 *Closed 2023-09-30 0 $0 -25,354
   Walleye Trading Advisors LLC 2231 *Closed 2023-12-31 0 $0 -22,251
   Cable Hill Partners LLC 220 *Closed 2023-12-31 0 $0 -1,909
   Arlington Financial Advisors LLC 87 *Closed 2024-03-31 0 $0 -1,336
   Independent Wealth Network Inc. 161 *Closed 2024-03-31 0 $0 -26,490
   BESSEMER SECURITIES LLC 117 *Closed 2023-12-31 0 $0 -639
   KARLINSKI ANDREW C 77 *Closed 2022-12-31 0 $0 -100
   CenterStar Asset Management LLC 45 *Closed 2024-03-31 0 $0 -1,050
   EARNEST PARTNERS LLC 900 *Closed 2023-12-31 0 $0 -286
   SUNRISE PARTNERS LLC /CT 310 *Closed 2023-12-31 0 $0 -1,752
   Advisor Resource Council 323 *Closed 2024-03-31 0 $0 -2,337
   TEWKSBURY CAPITAL MANAGEMENT LTD 294 *Closed 2023-12-31 0 $0 -8,374
   LECAP ASSET MANAGEMENT LTD 362 *Closed 2024-03-31 0 $0 -4,322
   SEGALL BRYANT & HAMILL 468 *Closed 2023-12-31 0 $0 -30,032
   Coppell Advisory Solutions Corp. 1141 *Closed 2023-03-31 0 $0 -358
   JSF Financial LLC 109 *Closed 2023-12-31 0 $0 -1,022
   CTC ALTERNATIVE STRATEGIES, LTD. 95 *Closed 2023-12-31 0 $0 -2,900
   INCEPTIONR LLC 507 *Closed 2023-12-31 0 $0 -1,025
   ISAM Funds (UK) Ltd 267 *Closed 2023-12-31 0 $0 -1,516
   Arabesque Asset Management Ltd 116 *Closed 2023-03-31 0 $0 -11,771
   Authentikos Wealth Advisory LLC 523 *Closed 2023-12-31 0 $0 -149
   BALYASNY ASSET MANAGEMENT LLC 2131 *Closed 2023-12-31 0 $0 -2,221
   Genus Capital Management Inc. 153 *Closed 2023-12-31 0 $0 -25,744
   Alpha DNA Investment Management LLC 233 *Closed 2023-12-31 0 $0 -2,874
   AlphaCrest Capital Management LLC 1181 *Closed 2022-12-31 0 $0 -18,816
   SYSTM Wealth Solutions LLC 1017 *Closed 2024-03-31 0 $0 -282
   Point72 Asset Management L.P. 1650 *Closed 2023-12-31 0 $0 -2,554
   OAK HILL WEALTH ADVISORS LLC 93 *Closed 2024-03-31 0 $0 -1,934
   ACT WEALTH MANAGEMENT LLC 45 *Closed 2024-03-31 0 $0 -877
   PAYDENFUNDS 273 *Closed 2023-09-30 0 $0 -1,300
   BANQUE PICTET & CIE SA 398 *Closed 2023-12-31 0 $0 -1,700
   Neo Ivy Capital Management 420 *Closed 2023-12-31 0 $0 -1,760
   Alpha Paradigm Partners LLC 629 *Closed 2022-12-31 0 $0 -2,816
   ARLINGTON PARTNERS LLC 236 *Closed 2024-03-31 0 $0 -189
   Fosun International Ltd 61 *Closed 2023-12-31 0 $0 -5,188
   CCG WEALTH MANAGEMENT LLC 73 *Closed 2024-03-31 0 $0 -3,113
   Keebeck Alpha LP 443 *Closed 2023-12-31 0 $0 -1,255
   MEMBERS CAPITAL ADVISORS INC 61 *Closed 2023-12-31 0 $0 -1,225
   ESSEX INVESTMENT MANAGEMENT CO LLC 379 *Closed 2023-12-31 0 $0 -4,655
   ADVISORY RESEARCH INC 452 *Closed 2023-12-31 0 $0 -1,935
   Cubist Systematic Strategies LLC 2489 *Closed 2023-12-31 0 $0 -88,978
  100 Records found
  1    
  Page 1 of 1
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